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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,268 | $72,272-81.6% | $101,264-86.9% | $79,858-83.4% |
| Participation rate | 41.7% | 68.5%-26.8pp | 75.8%-34.1pp | 69.6%-28.0pp |
| Annual return | 27.71% | 22.30%+5.4pp | 46.48%-18.8pp | 31.72%-4.0pp |
| Employer contribution / active EE | $512 | $2,692-81.0% | $3,660-86.0% | $2,471-79.3% |
| Participant deferral / active EE | $1,812 | $3,282-44.8% | $4,370-58.5% | $3,740-51.6% |
| Admin fee / account holder | $294 | $4,401-93.3% | $5,947-95.1% | $5,306-94.5% |